Run your strategic-planning meetings like they really matter

Run your strategic-planning meetings like they really matter

Many businesses struggle to turn abstract strategic planning ideas into concrete, actionable plans. One reason is simple: ineffective meetings. A good way to get started running better ones is to involve everyone in the agenda-setting process. Also, encourage meeting...
M&A transactions: Avoid surprises from the IRS

M&A transactions: Avoid surprises from the IRS

If you’re in the process of a merger or acquisition, it’s important that both parties report the transaction to the IRS in the same way. Otherwise, you could increase your chances of being audited. If a sale involves business assets (as opposed to stock or ownership...
Grading the performance of your company’s retirement plan

Grading the performance of your company’s retirement plan

Imagine giving your retirement plan a report card. Is it a straight-A student or could it use some help after school? Many plan sponsors track common metrics such as benchmarked fees, participation rates and average deferral rates. But don’t stop there. A...
Which entity is most suitable for your new or existing business?

Which entity is most suitable for your new or existing business?

It may seem that the current, flat 21% corporate income tax rate makes C corporation status for your business the best choice. After all, 21% is much lower than the 37% top rate that applies to sole proprietors and pass-through entities (such as partnerships, S corps...